Features

features

Web Rater Service

Web Rater & Online Binding
  • By using web rater services customer can get multiple rates from multiple insurances company by filling his/her details.
  • We have integrated multiple third-party rater services like ITC, AccuAgency some direct company’s rater services like Jupiter, Arrowhead, Assurance America, Lead-Cloud(The general) and many more.
  • Where ITC providing 50+ companies rate, AccuAgency is also providing approx 50 companies rate so the customer has multiple comparative choices before buying any policy from an agency.
  • Online Binding – one of our unique feature: ZERO ROLE OF AGENT OR AGENCY.
    • Customer can buy a policy online from the agency’s website without any help of an agent.
    • Each process of buying a policy will be automated like
      • Form filling of document,
      • Questioners filling,
      • Get Rate with multiple comparative options in a package,
      • Multiple Packages option which is covered with multiple Coverage,
      • Customize package option are also available,
      • Online Payment (Payment gateway options Stripe, First-Data, Dynamic Merchant and many more),
      • NSD Process also integrated into online binding with package,
      • E-Sign (Docusign).

Customer Management

Customer Management
  • We are managing end to end customer management processing like
    • Timeline management,
    • Profile management,
    • Policy management,
    • Payment management,
    • Document management,
    • Reminder notification management,
    • History & Activities tracking + management,
    • Followup & Notes management,
    • Binder & ID Card management.
  • Customer Migration
    • Bulk Migrate customer from another system to our system just in a couple of minutes.
  • Merge Customers
    • Merge multiple customers into a single option like merge contact (if both email/Contact-No of the same customer in a different type of policy).
  • Other Options
    • Company Policy Mapping of Customer (Excel mapper),
    • Multiple choices of payment for customer e.g. (Cash, EFT, E-Check, Credit Card, Debit Card, Forwarded to a carrier, etc.),
    • Installment and due pay option,
    • Endorsement of policy.

Communication Management

Communication Management
  • Communicate with a customer is always a prime part of CRM Software to make deep customers relationships and open up new sales opportunities.
  • Agent has multiple choice to communicate with customers from our system
    Real-time two-way communication options (Chat-box).
  • Email (Welcome kit mail, Respective document attached mail, Reminder sending).
  • SMS & MMS (Built-in SMS & MMS Real-time sending and receiving services integrated – Ring Central & Twillio).
  • AI-Based Auto Response (By using Google AI language auto responded services where a system can immediately tackle issues/response, no matter, if it’s 4 AM or 9 PM, AI chatbots don’t need time to search for answers as human agents do This helps reduce service time & operating costs).
  • Voice-Call Management.
  • Agent Connect option (Where the system can connect call automated to agent & customer together).

Reports

Reports
  • BI Reporting (Business intelligence report) – static reports quickly become dated and are easily ignored, we are turning business data into a data-driven enterprise with BI Dashboard & BI Reports that update automatically feeds real-time data as well as analyzed data.
  • We have 100+ reports with multiple filters which helps to analysis business and customer as well as management work, some important reports are below
    • EOD (End of the day report) – Employee end of the day report guide to boosting productivity in an organization, it is used to track the daily progress of employees task, closing ratio, payment collection, sales, time management, etc.
    • Balance Due – Balance due report showing/alerting to organizations previous due date and payment collection of customers list.
    • Payment Taken – It is showing customer wise/payment type-or-method wise collection and collected by agent details throughout the office.
    • NSD Sales (Nation Safe Driver) – It is showing how much sales of NSD plans – detailed report of the customer with policy and plans (office wise sales, franchisees wise sales, etc.)
    • Owner Overview – It is providing summarize data to the owner OR higher-level management team, where data like Employee wise/office wise/franchisees-wise payment collections of New Business, Installment, Endorsement, Rewrite, Renewals, RollOver, etc.
    • Insurance Companies- It is showing information about insurance companies wise sales, policies details.
    • System Notes – Information about generated important notes, alerts of customers like a reminder of call for processing policy, pending important document for processing.
    • Employee Login – Information about employee login & logout tracking into the system.
    • Customer Views – It helps to provide end to end summarize information about the customer.
    • Sold Policy Details – It is providing information about Sold policy by employee-wise, Insurance company-wise along with customer details.
    • Renewal Policy Details – Information about upcoming renewals customer & policy information it helps agent/system to send a reminder to the customer for renewing their policy.
    • Policies By Company – As we know our rater services providing more than 50+ companies rate, hence customers have multiple choice of buying a policy, this report will help to get information about how many policies are sold of each company, collection of those companies etc.

Office Management

Agency & Agent Management
  • If you have multiple offices at multiple locations or having multiple franchisees of offices then no need to worry our system has N’ level of features to manage everything.
  • We have options like,
    • Office Group management.
    • Franchisee management.
    • Agent/employee management who can work in multiple offices.
    • Employee Roles based management.
    • Employee Rights/permission (Accessing limitation) management.
    • Role-based permission as well as Individual employee wise permission management.
    • Office wise SMTP Setup (Email & SMS configuration setup).
    • Office wise SMTP Setup (Email & SMS configuration setup).
    • Insurance companies setup.
    • IP Restriction management.

Reviews & Support

Reviews & Support
  • Reviews & Feedback is always valuable information that will be used to make an important decision in organizations and also help to provide constantly better services to customers.
  • Option to integrate 50+ social media reviews management in the system, Bulk customers invitation by just a click, funnel management.
  • Support management also integrated like help section, specific features installation guide, etc.

Our Integrated Solutions

our integrated solutions
Quote & Online Biding
We have online forms for 10 types of insurances. And for auto, we have online bidding and real-time rate. Stripe and CardConnect payment gateway are available for online bidding.
NSD(Nation Safe Drivers)
NSD has offering towing & roadside assistance, along with a dozen of products. And we automized process of NSD through API Integration. Also setup NSD Rate chart in System. Tracking all activity of NSD API.
DocuSign
E-sign is the main party to sell a policy. So we integrated the DocuSign API. An agent can create a document(Envelope) and send to the customer for signature. Tracking all activity and status of the E-sign process.
Twillio & RingCentral
Through our system, you can communicate with customer real-time. We have a log of SMS, MMS and Call Record. So you can easily view the history of messages. And increase sale & support through the system.
Lead Management
We configured API of third-parties lead providers like Everquote, Insurify, and TheZebra. So you can on a campaign from third party lead provider and send the best rate to the customer. And you can also sell/transfer to your associated offices or office group.
Web Rate Integration
We implemented a lot of real-time rate services like ITC, AccuAuto, LeadCloud who are providing a lot of companies rate. And we also have some direct carrier call services like Arrowhead, Jupiter, AssuranceAmerica and more.

Get In Touch

hello

Phone
(+1) 312 444 0989

Address
805 Progress Court, Suite A, Lawrenceville, GA 30043